1. E-Reports Overview January 12, 2011

2. 1. What are e-reports? 2. How do I get connected? 3. Application for E-report Access. 4. Accessing your E-Reports. 5. Demonstration of E-reports. 6. How to Read your E-Reports. 7. Contacts. Agenda

3. E-Reports  Presently The FAS AM090 and AM091 (monthly summary and detail statements) are sent via paper for 10,000 accounts to more than 1000 users every month. This translates to 17 boxes of 500 sheets of 8.5 x 14 green lined paper 12 + times a year ! (plus the time to sort, distribute)  To support UTS green initiatives and practices FAS Month End reports (AM090 & AM091) will only be available online via E-reports.  E-reports is an online repository of reports https://adweb.cis.mcmaster.ca/CIS/FASreports. https://adweb.cis.mcmaster.ca/CIS/FASreports  Everyone who currently receives paper reports will now receive them in the electronic format. What are E-reports ?

4. Getting Connected to E-reports Here does it currently work:  Currently all FAS account holders receive an automated e-mail message advising that their new month-end reports are ready for viewing and will include a link to the web site: https://adweb.cis.mcmaster.ca/CIS/FASreports. You will log in with your Mac ID and password to get access to reports that are produced in the Excel format. https://adweb.cis.mcmaster.ca/CIS/FASreports  Online reports will be available immediately following the processing of month-end.

5. Application for E-report Access For Research Accounts held in the 8 Ledger  Automatic access has been given to those who currently have on-screen access to FAS in addition to the Account Holder (typically the Principal Investigator)  E-Report access for new Research accounts will be initially granted for those individuals listed on the HRS Checklist/Account Request form filled out when opening a new research account. The form can be found at http://fhs.mcmaster.ca/healthresearch/administration_form s.html http://fhs.mcmaster.ca/healthresearch/administration_form s.html  Additional individuals may be given access once the permission form found at the above link is completed by the Account Holder and forwarded to FHS – Finance HSC 1B7.

6. Application for E-report Access

8.  For current Research accounts if there are additional individuals to those who have been given automatic E-Report access, please have the Account Holder fill out the following E-Report permission form. This can be found at http://fhs.mcmaster.ca/healthresearch/ad ministration_forms.html:

9. Accessing your reports  You must have a MACID and password in order to be able to access your reports  If you do not have a MACID, please go to http://www.mcmaster.ca/uts/email_accounts/macid/getting_started.html http://www.mcmaster.ca/uts/email_accounts/macid/getting_started.html to apply for a MACID  Once you have a MAC ID, go to the following address:  https://adweb.cis.mcmaster.ca/CIS/FASreports https://adweb.cis.mcmaster.ca/CIS/FASreports

10. E-Reports Demonstration

12. How to Read an FAS E-Report

13. How to Read a FAS E-Report

14. How To Read an E-Report

15. Questions  If you have any questions with regards to your accounts the Research Accountant in charge of the Dept of Rehab Science is Corrina Macdonald at ext 22972; e-mail: cmadon@mcmaster.ca  Or myself Donna Walker ext 22107 e- mail: dwalker@mcmaster.cadwalker@mcmaster.ca  We’d be more than happy to help.